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Contact us at [email protected] Visit us at www.aga-cad.com The Fastest Way to Quickly & Easily Import MS Excel ® Data to Revit ® Project

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Page 1: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

The Fastest Way to Quickly & Easily

Import MS Excel® Data to Revit® Project

Page 2: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Working with MS Excel® data

• Creates/updates table in Revit® drafting view according to the selected table settings;

• Keeps these MS Excel® settings:

- Cell width and height;

- Text size per cell;

- Text font per cell;

- Text style per cell (Bold, Italic, Underline);

- Text alignment within the cell (Left, Center, Right, Top, Middle, Bottom);

- Merged cell;

- Three cell border line thicknesses (Thin, Medium, Wide).

• Has possibility to use Revit® text fonts instead of those that are created in MS Excel®;

• Creates stable link between MS Excel® and Revit®;

• Location of the imported MS Excel® file is stored in Revit® project;

• Has possibility to map Text and Line Styles between Excel® and Revit® project;

• Has possibility to update MS Excel® data;

• Informs user when the MS Excel® file was modified and to be updated in Revit® project;

• Informs if the original MS Excel® file was deleted or moved to other place;

Page 3: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R

Excel2R - imports MS Excel spreadsheets into Autodesk® Revit® with

its design settings. Such data can be synchronized with the original

MS Excel® spreadsheet any time.

Almost anything you

can create in Excel

can be imported into

Revit with Excel2R

add-in.

You can find this

product under

T4R: Document

tab in Revit®

Page 4: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Create Tables

Create Tables – imports selected MS Excel® spreadsheet with

predefined configuration into Revit® Drafting view.

Creates a Detail

Group consisting of

detail lines and text,

in a new or existing

Drafting view.

Page 5: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Create Tables - steps how to make it work

Browse MS Excel® file from

your computer or server 1

Select spreadsheet you

want to link to Revit®

project

2

Add drafting view name. Default name will be the same as

MS Excel spreadsheet name

3

Select what Text and Line

Styles you would like to

use.

4

Draw Table – will create drafting view in current

Revit® project with all data from MS Excel® file 5

Page 6: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Create Tables - TIP

The tool will skip spreadsheets that begins

with “@” symbol in MS Excel®.

Page 7: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Create Tables - Preview

Preview – quick preview of data from

MS Excel® file that will be inserted

Page 8: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Create Tables - Result

Result can be founded under Drafting Views in the current Revit® project:

Page 9: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Created data

Created data (lines and text notes) are grouped with Revit® Group function. In case if you

would like to modify it you can select “Edit Group” or “Ungroup”:

Page 10: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Text and Line Styles

There are three options:

• Use Text and Line Styles same as it is

in MS Excel File;

• Use Text Font from Revit® Project;

• Use Text and Line Styles from Revit®

Project.

Page 11: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Use Text and Line Styles same as it is in MS Excel® File

Use Text and Line Styles same as

it is in MS Excel File - Excel2R will

create new text types with the

same text fonts, sizes and styles as

it is in MS Excel.

Text type name will consists of

“E2R”, text size, text font name,

text font style.

Create and format the table in Excel to

look like you want it to appear in Revit.

Formatting should include fonts,

character formatting such as bold,

border lines with their desired line

weights, cell sizes and justifications,

and merged cells as needed.

Page 12: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Use Text and Line Styles same as it is in MS Excel® File

Excel2R will assign line styles

from Revit® project according to

line weights that are used MS

Excel® file.

Three cell border line thicknesses (Thin,

Medium, Wide) can be assigned.

Excel® Line Weights Thin Medium Wide

Revit® Line Weight 1 3 5

Revit® Line Styles Thin Lines Medium Lines Wide Lines

Page 13: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Use Text Font from Revit® Project

Table from MS Excel will be created with Text

Font from the current Revit® Project.

Page 14: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Use Text and Line Styles from Revit® Project

Use Text and Line Styles from Revit®

Project – allows to map text and line styles

from current Revit® project.

Press “Next ” to see mapping settings.

Size Converter – here you can enter Excel

Points, Millimeters or Inches and convert

them to associated units.

New feature in v2014.3, v2013.3:

Improved Size Converter!

Size Converter will let you know if the value

you have entered can’t be converted to other

units. It will give you approximately values.

Page 15: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Use Text and Line Styles from Revit® Project

Line and Text Style Mapping – settings to map

line and text styles.

For lines: there is a possibility to create new line

style with the same weight as it is in Excel file.

For texts: there is a possibility to create new text

style the same as it is in Excel file.

The tool automatically will suggest the best

mapping scenario. You can’t choose Revit ® text

styles larger than the size in Excel.

Press “Draw Table” to finish the process and create

the table in Revit® project.

Page 16: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

• If you have an existing table in MS Word®, you can copy and paste it into MS

Excel®.

• If you have an existing table in AutoCAD®, you can export it to MS Excel® :

Excel2R Create Tables - TIPS

AutoCAD files can contain four types of tables which you can export to MS Excel and format as

needed:

Table Objects: Select > Right-click > Export (exports data only to CSV file), then open CSV in Excel and SaveAs XLS or XLSX,

or use TableBuilder to export with formatting, lines, and data.

Lines and text, or blocks, which “look” like tables: Use TableBuilder to export.

Microsoft Word tables embedded or linked as Ole objects: Select > Right-click > OLE > Open (in Word), then cut and paste into Excel and save as XLS or SLSX.

Excel tables embedded as Ole objects: Select > Right-click > OLE > Open (in Excel) > SaveAs

TableBuilder is available from http://www.cadig.com/products/tablebuilder.php

Page 17: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Manage Tables

Manage Tables – shows all information about all already linked and gives

possibility to update or delete existing drafting views.

Page 18: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Manage Tables

Status column.

Select – select the views that will be deleted or updated;

View Name – drafting view name from Revit® project;

Excel Document Path – path to MS Excel® file. If you would press on the link then the

tool will open this file with MS Excel® program;

Excel Data Sheet – spreadsheet from MS Excel® file.

Possible statuses: File has to be updated.

Everything is ok.

Table is ungrouped.

Page 19: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Manage Tables

Updates selected drafting view.

New feature in v2014.3, v2013.3:

Improved graphical design!

Page 20: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Manage Tables if you want to change mapping settings for existing table

If you want to change mapping settings for existing table then you need to select the table

from Manage Table dialog and press Update:

The tool will show previous mapping

settings for selected table. Here you

will be able to change it and recreate

the table.

Page 21: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Tooltip On, Tooltip Off

New feature in v2014.3, v2013.3!

Tooltip On - shows MS Excel® file name and Spreadsheet name when the

cursor is over the active drafting view.

Tooltip Off – switches off the possibility to see tooltip.

Tooltip switches on automatically when the user creates the table first time.

Page 22: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Excel2R Benefits

The Revit® plug-in Excel2R forces Revit® project organizing & documenting processes.

• Time-saving productivity – When you link MS Excel® information to Revit® project.

• Easy to Use – Trouble-free creation of tables.

• Always Up-to-Date data in Revit® project.

Page 23: The Fastest Way to Quickly & Easily Import MS Excel …web.tools4revit.com/excel2r/Excel2R 2014-02.pdfContact us at support@aga-cad.com Visit us at The Fastest Way to Quickly & Easily

Contact us at [email protected] Visit us at www.aga-cad.com

Tools 4 Revit® is developed by AGA CAD Ltd., Autodesk Authorised Developer

To

ols 4

R

evit

®

AGA-CAD is the supplier of computer-aided design software and data management solution, operating since 1991. Company’s activities consist of Tools 4 Revit® development, Revit® families creation, programming services for working with BIM projects faster and easier. With resellers in a number of countries AGA CAD Ltd. implements BIM solutions for architects, structural and MEP engineers, constructors and building contractors.

If you have any ideas or problems and you would like to make your work with BIM projects faster and easier we can design a tool or a program especially for you. Write your ideas directly to [email protected].